About This Course:
There is a plethora of capital transactions an institution could encounter. Understanding capital transactions and their impact on the Call Report is essential for ensuring accurate financial reporting and regulatory compliance.
What You'll Learn:- The importance of accurate reporting, including changes in reporting status
- Common capital transactions in financial institutions
- Differences between equity and debt capital transactions
- Relevant regulations and guidelines impacting capital transactions
- A line-by-line review of Schedule RI-A
- Infrequent transactions affecting the Call Report
- Prior period adjustments
- Branch acquisitions and the impact to capital
- Issuance of new shares
- Dividend declarations and payments
- Stock options
- Changes due to mergers and acquisitions
- Adjustments for accumulated other comprehensive income
- Additional paid in capital
Continuing Education Credits:
Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.